Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated” book of relations” (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Team Development (Subject to assessment)
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
Measures of Success
TAT adherence for updating System - CRM Next
Successful completion of cross-sell/ up-sell Business Goals month on month
Collection of payment/premium from 91-180 days due policies
Complaint Resolution /Customer satisfaction
Achievement of Retention Targets.
> 45 unique customer meetings in a month
More than 90% attendance (of total working days)
Successfully score >=80% in the Functional Trainings imparted
Key Relationships (Internal /External)
Internal – HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-30 years
Must own a conveyance
Must own or buy a TAB
Org Chart
Channel Head àZonal Vice President à Asst Vice President à Regional Relationship Manager à Cluster Relationship Manager à Area Relationship Manager à Relationship Manager
Job Description
Position
Relationship Manager
Incumbent
1
Department
Direct Sales Force
Function
Reporting to
BRM
Band
4
Location
Team size (D/I)
NA
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated” book of relations” (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Team Development (Subject to assessment)
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
Measures of Success
TAT adherence for updating System - CRM Next
Successful completion of cross-sell/ up-sell Business Goals month on month
Collection of payment/premium from 91-180 days due policies
Complaint Resolution /Customer satisfaction
Achievement of Retention Targets.
> 45 unique customer meetings in a month
More than 90% attendance (of total working days)
Successfully score >=80% in the Functional Trainings imparted
Key Relationships (Internal /External)
Internal – HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-30 years
Must own a conveyance
Must own or buy a TAB
Org Chart
Channel Head àZonal Vice President à Asst Vice President à Regional Relationship Manager à Cluster Relationship Manager à Area Relationship Manager à Relationship Manager
